Articles in this section
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Q: What does PE match user on?
A: Email, the upsales user email must match the one in PE.
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Q: What ERP integrations synchronise periodization?
A: Fortnox Premium, Visma.NET and PE Accounting Premium support this functionality.
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Fältmappning Visma.NET
Denna information utgår från att ni använder fälten skapade av Visma.NET integrationen vid initia...
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Q: Do you get "credit-rating" when adding or updating a company from Prospecting?
A: No this data is only provided when using Bisnode.
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Q: Can you have two users connected to the same Outlook mail/Gmail ?
A: Yes this is possible. This does not work for the calendar applications.
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Q: What browser should you use with Upsales?
A: We develop our platform towards Google Chrome and Firefox. We can not guarantee full functiona...
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Q: Oneflow issues, an error occured while loading?
A: If the error msg below is being presented, it might have to do with third-party cookies being ...
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Q: If i change Customer type in Fortnox from private person to company, do old invoices/orders sync?
No, only orders/invoices in the future will be synced to upsales.
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A: How to publish apps in the Upsales app directory
Upload an app, choose its visibility, and invite users. Create a test account Build your app In...
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Q: Do inactivity statuses synchronise between Upsales and Fortnox?
A: Yes, statuses synchronise both at the initial sync and continuously.
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Q: Can you do partial invoicing with Upsales when using Fortnox?
A: Partial invoicing is done in Fortnox. In Upsales you can view the remaining balance of the inv...
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Q: Does Fortnox synchronise credit invoices to Upsales?
A: If you use the Invoice/Faktura software for sales, credit invoices will synchronize to Upsales...
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Q: Why don't GetAccept e-signs appear in Upsales?
A: GetAccept stores all their e-signs in their plugin, meaning they aren't visible in Upsales and...
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Q: How far back does Prospecting Pro look when suggesting leads?
A: Prospecting Pro goes back as far as the available historical data.
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Q: Can two users share the same Google/Outlook calendar account?
A: No, this is not possible.
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Q: Does Fortnox work in the sandbox environment?
A: No add-ons work in the sandbox environment. Create a test account and use an add-on there.
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Q: How do I prevent invoices syncing from Fortnox to Upsales?
A: Use the Order or Order&Offer module in the Fortnox settings. Only the Invoice module will sync...
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Q: Why isn't my order syncing to Fortnox?
A: This usually happens because of queues to Fortnox or an order error. To check, go to the "Stat...
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Q: Can I sync my private customers from Fortnox to Upsales?
A: No, the Fortnox sync only work for companies.
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Q: Does Xero have internal reference for orders that are sent from Upsales?
A: No Xero reference is synced.
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Q: Can you remove yourself as a participant from an appointment made by another user?
A: No, only organisers can edit the appointment.
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Q: Initial sync from Xero/Quickbooks
Q: When syncing from Quickbooks or Xero, how does Upsales deal with closed orders with currencies...
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Q: Does Upsales synchronise discount percentages on orders to Fortnox?
A: No, Upsales only synchronises the amount.
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Q: Does Fortnox synchronise "Frakt-avgift" to Upsales?
A: No
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Q: Does the Visma eEkonomi sync both ways?
A: No, updates happen from Upsales to Visma.
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Q: Is it possible to sync "leveransadress" between Upsales & Visma eEkonomi?
A: No it only syncs the invoice address.
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Q: Do visma.NET synchronise paid status to Upsales?
A: No, not at the moment.
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Q: Which Upsales phone app shows customer names on incoming calls?
A: 3Växel and Tele2.
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Q: How do products sync between Visma.NET and Upsales?
A: Products only sync from Visma.NET to Upsales when you create new products in Visma.NET.
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Q: Fortnox premium: Is it possible to sync Cost center on product-level?
A: This is not possible, only for orders and companies.
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